TipRanks · Jul 2026
Summarizes a recent Heron LinkedIn post about an NBS Underwriting case study, including claims about reducing manual submission entry and improving underwriting throughput.
We automate document-heavy workflows in financial services and beyond
Company research
Public company, workplace, funding, and market signals
Updated Jul 29, 2026
Overview
Heron Data is a 2020-founded, New York/London B2B AI software company that automates document-heavy workflows for lenders, insurers, and other financial-services teams by turning emails, PDFs, bank transactions, and related files into structured data and workflow actions.
Primary product
AI-native document workflow automation platform for financial services and other document-heavy businesses.
Founded
2020
Headquarters
New York, NY, United States
Team size
51-200
Work style
Onsite
Industry
Software Development
Sub-industry
AI document workflow automation for financial services
Offices
New York, NY, United States
London, England, United Kingdom
Business model
B2B SaaS
enterprise software
per-statement / usage-based pricing
Funding
Stage
Series A
Total raised
$23.3M
Latest round
Series A · Jul 2025
Latest amount
$16.6M
Jul 2025 · Insight Partners
Sep 2020 · Y Combinator
People & investors
Leadership
Co-Founder & CEO
Co-Founder & CTO
Co-Founder & CRO
Head of Engineering
Lauren Yun
Product Operations Lead
Swati Gupta
Head of Marketing & Product Marketing
Henry Bates
Data Operations Lead
Elizabeth Collingsworth
Business Operations Lead
Keslee Diiorio
Founding Commercial Lead
Ivo Duran
Founder Associate
Work & culture
Customer-first, high-ownership culture with radical candor, fast shipping, direct customer interaction, and an emphasis on in-person collaboration; the company says it avoids burnout and all-nighters and expects sustainable long-term performance.
Work style
Onsite
Compensation
Public YC job postings list salary bands such as Senior Product Manager at about $170K-$250K in the US or £90K-£135K in the UK, and Backend/Platform Engineering at about $150K-$440K in the US or £110K-£170K in the UK, plus roughly 0.05%-0.15% equity.
Benefits
Medical coverage
Dental coverage
Vision coverage
401(k) with employer match
Fertility benefits via Carrot
Flexible PTO / take-what-you-need vacation policy
Product & market
Pricing
Flat per-statement fee; the company markets this as up to 40% lower than per-page pricing models.
Differentiators
- —AI-native end-to-end workflow automation
- —Vertical-specific context for lending, insurance, and specialty finance
- —Sub-minute processing on many workflows
- —98%+ auto-reconciliation claims
- —In-house US & UK human review in minutes
- —Business verification and fraud screening built in
- —Direct CRM sync and forward-deployed implementation support
- —No-code / email-forwarding deployment options
Technology
Python
JavaScript
TypeScript
React
Flask
PostgreSQL
Terraform
Vercel
Salesforce
HubSpot
Retool
Zapier
Segment
Slack
Sentry
Notion
Asana
Box
Vanta
Incident.io
Customers
FDIC-insured banks
insurers
equipment financiers
small business lenders
commercial insurers
TFS Financial
Big Think Capital
Pathpoint
One Team Capital
Olympus Lending
Vox Funding
NBS Underwriting
Splash Advance
Upfunding
RTMI Capital
Competitors
Ocrolus
legacy OCR / document-processing vendors
manual BPO intake and underwriting workflows
Scale & contact
Estimated revenue
USD 1M–10M (public third-party estimates vary; one estimate puts 2024 ARR at about $2.7M)
Estimated monthly visits
34.8K
Traffic estimate as of Jul 2026
Latest news
Heron Data · Jul 2025
Company announcement of the Series A led by Insight Partners, with participation from Y Combinator, BoxGroup, and Flex Capital; describes the product focus, growth into insurance/equipment finance/SMB lending, and claims 150+ customers and 350,000+ documents processed weekly.
AlleyWatch · Jul 2025
Independent coverage of the funding round and CEO interview, including the company’s focus on business lending, equipment finance, insurance, and a fast funding process.
PR Newswire · Jul 2025
Press release on the Series A, founder names, funding amount, investor participation, and expansion plans in New York and London.
TechFundingNews · Jul 2025
Covers the Series A and reports total funding of about $23.3M, plus expansion plans and verticals.
Jobs and careers at Heron Data
5 jobs at Heron Data
Sales Development Representatives (SDRs)
On-site
GTM & Sales
NYC
1mo ago
On-site
Full-time
Strategic Finance Lead
On-site
Operations
NYC
3mo ago
On-site
Full-time
Product Engineers (NYC)
On-site
Engineering
NYC
6mo ago
On-site
Full-time
Head of Sales
On-site
8mo ago
On-site
Full-time
Account Executives
On-site
11mo ago
On-site
Full-time